Filed January 25, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Filed as: USI ADVISORS, INC. Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 060334456 | Advisory (Plan) | $24,571 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $11,579 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,234 | $137,414-45.3% | $189,545-60.3% | $85,851-12.4% |
| Participation rate | 88.9% | 84.6%+4.3pp | 87.8%+1.1pp | 69.3%+19.6pp |
| Annual return | 13.82% | 38.14%-24.3pp | 555.36%-541.5pp | 318.63%-304.8pp |
| Employer contribution / active EE | $3,333 | $4,344-23.3% | $6,162-45.9% | $2,565+29.9% |
| Participant deferral / active EE | $3,450 | $6,260-44.9% | $8,220-58.0% | $3,952-12.7% |
| Admin fee / account holder | $416 | $8,630-95.2% | $12,049-96.6% | $6,261-93.4% |